To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
I set up my own Company in 2018 following a career of over 30 years with HSBC, which included 20 years of providing regulated financial advice, but with particular expertise in helping and advising high net worth clients. This has involved creating portfolio management and estate planning strategies, which can often be complex.
I decided to operate under the network Vision Independent Financial Planning Ltd because of their philosophy and values and I know that their practices will allow me to give my clients the time they need and deserve to ensure that they are at the centre of all I do.
Integral to my business is building long term trusted relationships with my clients, so I can understand what is really important to them and their families both now and in the future. My job and purpose is to help them achieve their financial goals and grow their wealth by putting in place robust financial planning, but also crucially ensuring that plans are in place to protect what is important to them.
Build long term sustainable relationships with clients, providing support with their financial planning as well as regular and ongoing reviews to ensure ongoing suitability and accommodate changes in circumstances. Credible, reliable, friendly, and offers good value.
Specialise in high net worth clients, investments, pensions, pension transfers and estate planning. Holistic wealth management.
VJT Wealth Management Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference Number: 487395. This can be verified by visiting the Financial Services Register.
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